-50.0%
VTRS vs AIG
+66.2%
-116.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -2.2% | -1.2% | -1.0% | -1.8% |
| 30D | +3.3% | -1.1% | +4.4% | +3.7% |
| 3M | +2.0% | +0.7% | +1.3% | +1.6% |
| 6M | +19.9% | -2.2% | +22.1% | +20.5% |
| YTD | +35.7% | -10.8% | +46.6% | +40.8% |
| 1Y | +68.1% | -2.0% | +70.1% | +67.5% |
| 3Y | +87.1% | +34.8% | +52.2% | +62.0% |
| 5Y | +47.6% | +55.0% | -7.4% | +20.1% |
| All | -50.0% | +66.2% | -116.1% | -64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling